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9 articles in this collection
Written by
Lauren Hershey,
Cindy Fillgrove,
and
Jenni Calabrese
Account Maintenance
Edit Your Account Information
Adjusting your Default Step 4 and Proposal Sort Order, Changing your view in Step 3, and more!
Written by
Jenni Calabrese
Updated over a week ago
Password Guide
How to unlock your account, reset or recover your password
Written by
Jenni Calabrese
Updated over a week ago
Roles and Permissions
Detailed permissions for each account level
Written by
Lauren Hershey
Updated over a week ago
Account Admin Maintenance
Account Billing Information
Configure or edit your account's payment details
Written by
Cindy Fillgrove
Updated over a week ago
Configure Quoting Options
Select which states and carriers your brokerage will quote
Written by
Jenni Calabrese
Updated over a week ago
Proposal Set Up
How to add your brokerage's logo, branding colors, and contact info
Written by
Cindy Fillgrove
Updated over a week ago
How to Invite a Downline Broker or Brokerage
Available to GA Admin level permissions
Written by
Jenni Calabrese
Updated over a week ago
How to Invite a User
Available to Account Admin level permissions
Written by
Jenni Calabrese
Updated over a week ago
UnitedHealthcare Appointment
Important message regarding UHC quoting
Written by
Lauren Hershey
Updated over a week ago